Prior Wealth Planning

Savings Accumulation

How Much Money Are You on Track to Save?

If you currently have a savings plan in place, it’s important to know how much money you are on track to accumulate. As the saying goes, if you don’t know where you’re going, any road will take you there. Regardless of whether you’re saving for a long-term goal such as retirement or for a short-term goal such as a family vacation, it’s important to have a dollar figure in mind. This calculator is designed to help you estimate the future value of your current savings.

Will you accumulate enough savings to reach your goals? You may need to reexamine
your savings plan and make some adjustments. You can change some of the variables
to see how much savings you would accumulate under different scenarios.

Your Results

Total value of current savings:

$0

Anticipated additional savings each year:

$0

Total savings accumulated at end of period:

$0

This chart shows the estimated savings accumulation using the after-tax rate of return you selected. Are you satisfied with the savings accumulation illustrated on the graph? If not, you may want to consider increasing the amount you save or decide whether you can afford to invest your savings more aggressively. If you want to accumulate more but aren’t sure how, we can help you develop a savings program that could help you bring your goals within reach.

Estimated Year by Year Savings Accumulation

The information provided is not specific investment advice, a guarantee of performance, or a recommendation.
Rates of return will vary over time, particularly for long-term investments. Investments
offering the potential for higher rates of return also involve a higher degree of
risk.

This hypothetical example is used for illustrative purposes only. Actual results will vary.

The information in this calculator is not intended as tax or legal advice, and it
may not be relied on for the purpose of avoiding any federal tax penalties. You
are encouraged to seek tax or legal advice from an independent professional advisor.
The content is derived from sources believed to be accurate. Neither the information
presented nor any opinion expressed constitutes a solicitation for the purchase
or sale of any security.

Securities and advisory services offered through representatives of Lincoln Financial Securities Corporation. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliate companies. Lincoln Financial Securities and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professional regarding their specific circumstances. LFS2442262-022819

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Securities Corp. Securities offered through Lincoln Financial Securities Corp., a broker/dealer (Member SIPC) to residents of CA, FL, MA, MI, NC, NY, OH, PA, SC & VA . Advisory services offered through Lincoln Financial Securities Corp., a registered investment advisor to residents of NC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.